Wealth Management

Concerned about the recent market volatility? Listen to John Woolley, Managing Director of Wealth Management, and Wealth Planning Manager Lauren Reed talk it through, and…

By Stuart Robertson, Portfolio Manager, The Partners Group Concerned about the Fed raising interest rates? Listen to John Woolley, Managing Director of Wealth Management, and…

Our Wealth Management team strengthens exit planning services for business owners Congratulations to John Woolley (left), Managing Director, Wealth Management, and John Cahill (right), Executive…

Listen to Managing Director John Woolley, Wealth Planning Manager Lauren Reed, Portfolio Manager Stuart Robertson, and Wealth Management Consultant Geneva Stegemoller discuss how the current…

TPG’s K.C. Mink, who has had a long career as a partner in our Wealth Management division and who is also on our Board of…

By Stuart Robertson, Portfolio Manager, The Partners Group Most major U.S. equity indexes have reached correction territory to start the year 2022 (defined as a…

Listen to Portfolio Manager Stuart Robertson and Wealth Management Consultant Geneva Stegemoller talk through a few of the significant points of the 4th quarter. If…

As we write this letter, domestic markets have had a good year and most equity indexes are up double digits. Despite the occasional scary day…

Originally prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2021 The window of opportunity for many tax-saving moves closes on December 31,…

By Stuart Robertson, Portfolio Manager, and the TPG Investment Committee For this quarterly commentary, we take a look at how today’s legislative environment might impact…